Tag: Returns

A heartfelt message urging us all to reject negativity and build a life grounded in purpose and joy.

Kevin Warsh’s appointment reignites the debate over Fed independence, political influence, and Congress’s role in shaping monetary policy

Data centers are now the single biggest driver of U.S. economic growth. This week's edition breaks down what that means for investors.

A clear, data‑driven look at America’s national debt, what’s driving deficits, and why long‑term growth—not doom—defines the path forward

A landmark media deal shows how prioritizing durable cash flows, avoiding capital intensity, and choosing resilient business models shape returns.

Market corrections are routine. Bubbles are existential. Discipline—not emotion—determines who survives both

Powell’s exit, Warsh’s confirmation, and what a Fed transition could mean for interest rates, markets, and monetary policy.

Believing in AI’s power and acknowledging the complexity of its commercial application is not Luddite—it’s simply sensible investing.

Iran tensions, ceasefire risks, and Strait of Hormuz uncertainty drive market volatility. See what investors should focus on now

Energy transformed: the core driver of economic growth and a lasting investment reality

David Bahnsen breaks down labor, financial conditions, and profits to assess whether the bull market can endure.

Why private credit fears are exaggerated: understanding defaults, liquidity, and the difference between hype and reality